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About

For over 100 years, we've helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients' money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.

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retirement planning, legacy, estate planning, small business strategies, trust services, financial planning, investment management, sage rutty university, wealth management, 401k, tax planning, retirement plan services, 403b, pension mangement

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74
1915
$55.0M

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